LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
-$4.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.2M
3
+$2.57M
4
MSFT icon
Microsoft
MSFT
+$1.63M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.29M

Top Sells

1
+$12.3M
2
+$7.68M
3
+$3.95M
4
AAPL icon
Apple
AAPL
+$3.6M
5
AVGO icon
Broadcom
AVGO
+$2.49M

Sector Composition

1 Technology 17.21%
2 Financials 12.25%
3 Healthcare 6.29%
4 Communication Services 4.39%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$18.1K ﹤0.01%
402
+114
1302
$18K ﹤0.01%
537
-8
1303
$18K ﹤0.01%
556
+154
1304
$18K ﹤0.01%
726
+132
1305
$18K ﹤0.01%
725
+281
1306
$17.9K ﹤0.01%
168
+33
1307
$17.9K ﹤0.01%
373
+17
1308
$17.9K ﹤0.01%
1,271
+276
1309
$17.8K ﹤0.01%
788
+39
1310
$17.8K ﹤0.01%
394
+47
1311
$17.8K ﹤0.01%
310
+111
1312
$17.8K ﹤0.01%
861
+720
1313
$17.7K ﹤0.01%
2,420
-696
1314
$17.7K ﹤0.01%
327
+129
1315
$17.7K ﹤0.01%
143
+11
1316
$17.6K ﹤0.01%
255
+119
1317
$17.6K ﹤0.01%
251
+174
1318
$17.6K ﹤0.01%
518
+56
1319
$17.5K ﹤0.01%
110
+13
1320
$17.5K ﹤0.01%
455
1321
$17.5K ﹤0.01%
2,674
+1,122
1322
$17.5K ﹤0.01%
142
1323
$17.5K ﹤0.01%
218
-22
1324
$17.4K ﹤0.01%
2,818
+2,278
1325
$17.4K ﹤0.01%
197
51 52
53
54 55